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Find and View an Invoice

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Find and View an Invoice

Steps to Find and View an Invoice

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Learn how to find and view an Invoice

When a customer reaches out with a query about an Invoice, you want to be able to quickly and effortlessly locate the invoice along with its complete history. Having easy access to this information allows you to address the customer’s concerns promptly and efficiently, ensuring a smooth and professional resolution.

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Follow this page to learn the steps for finding and viewing an Invoice.

Find and View an Invoice

Finding and viewing an invoice quickly is essential for efficient customer service, dispute resolution, financial transparency, payment tracking, regulatory compliance, and overall business productivity.

Find and View your Invoice

This step will show you how to search and locate your Invoice to View.

  1. From the Main Navigation Menu, select ‘Finances’ and then select ‘Invoices’

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  2. This will open the Invoices DataGrid

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  3. Use the available DataGrid filters and/or the search to find the Invoice you want to view. You can search by the Invoice reference number or Invoice ID

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  4. Right click the Invoice and select the 'View' option from the Context Menu

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  5. This will open an overall view of your Invoice

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